Introduction:
In ServiceBox, tailoring quotes for clients often involves integrating personalized financing details, aligning with their unique requirements and available options. This article delves into the process of incorporating custom financing information into quotes.
To integrate financing terms into each quote:
- Log in to your ServiceBox account.
- Navigate to Settings -> Quotes -> Print Setup.
- Enter financing terms within the designated box under the "Closing Wording" section.
These terms will be visible on every quote you generate.
